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Tortoise Investment Management’s UBS Group UBS Stock Holding History

Tortoise Investment Management’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$101 Hold
3
– – ﹤0.01% 1256
2025
Q1 		$92 Hold
3
– – ﹤0.01% 803
2024
Q4 		$91 Hold
3
– – ﹤0.01% 850
2024
Q3 		$93 Hold
3
– – ﹤0.01% 854
2024
Q2 		$89 Buy
+3
New +$89 ﹤0.01% 862